Moderna's mRNA vaccine news and Twist Bioscience's partnership with Anthropic could spark the cancer and genomics theme across treatments, diagnostics and tools, lifting Personalis, Guardant Health, Twist, HTFL, NeoGenomics and genomics stocks broadly. x.com 

Tempus AI is becoming a bigger health-tech player as pharma deals add a new services revenue stream beyond selling tests. BTIG's Mark Massaro raised his target to $80 from $70 with a Buy rating, mainly because Tempus will be the sequencing provider for Moderna and Merck's cancer vaccine program. The Personalis deal and MRD momentum add to a strengthening long-term AI and precision-oncology story, despite near-term volatility. x.com 

Tempus AI's acquisition of Personalis gives it the technology platform behind Moderna's and Merck's recent cancer-vaccine advances. x.com 

Genomics is quietly coming back to life. Moderna's personalized cancer vaccine with Merck succeeded in a Phase 3 melanoma trial, sending Moderna up almost 100% in a day. The ecosystem spans sequencing (Illumina, PacBio, Thermo Fisher, Agilent), gene editing (CRISPR, Intellia, Beam, Prime), gene therapy (uniQure), tools (Twist, Danaher, Qiagen, Bio-Techne, 10x), diagnostics (Natera, Guardant) and therapeutics (Lilly, Regeneron, Vertex, Moderna, BioNTech, BioMarin, Roche). x.com 

Tempus AI's growth story has become a real one, with Q2 revenue up 22% to $382.5 million, positive net income and EBITDA, a 73.5% gross margin and $816 million of cash. Its $1.5 billion Personalis deal owns the sequencing technology behind the Moderna-Merck mRNA cancer vaccine, whose strong Phase 3 melanoma results validated the bet. Piper Sandler upgraded it to Overweight with a $76 target, up from $56, citing Personalis and strong INTerpath-001 MRD data. $80 is support for the breakout. x.com 

BioNTech's personalized cancer vaccines look commercially unpromising because a vaccine after a cure draws little interest. Its previous attempts failed after it bought two companies. Melanoma is an easier test that can mislead investors: cancer-vaccine efforts in other indications have repeatedly failed, and this approach is no different. x.com  x.com  x.com 

Moderna's vaccine looks weak even in melanoma, the easiest indication for cancer vaccines, casting doubt on harder indications. The reportedly leaked data showed only a 12% difference. Even if approved, it will never get used or sold. x.com  x.com  x.com 

Personalis is rising because shareholders look increasingly likely to reject Tempus's takeover, not on hopes of a competing bid, so Craig-Hallum's downgrade misreads the move. Its Next platform will likely generate over $500 million of annual revenue, whatever Craig-Hallum says about the MRD market dwarfing Personalis's potential Moderna revenue. x.com 

Moderna should be a $500 stock on the strength of its personalized mRNA cancer therapy, now in a Phase 3 trial for the first time. As described in a post shared on the news, the therapy gives the immune system the tumor's genetic fingerprint so T-cells can be trained to find the cancer, while Keytruda removes the brakes cancer places on those T-cells. x.com 

Moderna looks expensive even under a bullish scenario. A base model values Covid, flu and RSV at $10B, oncology at $15B and the platform at $5B: a $30B market cap, or $75 a share versus $135, about 45% downside. Even $10B of oncology sales by 2035, one of the best pharma launches ever, at 8x sales and a 10% discount rate gives about $120. The CMV trial failed, norovirus is at risk, rivals are developing mRNA flu vaccines, and BofA's raised $170 target looks unjustified. x.com  x.com  x.com  x.com  … Show more